Raymond James Financial Services Advisors’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $453K | Hold |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $377K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $619K | Sell |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $648K | Buy |
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|
2021
Q1 | $633K | Sell |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $526K | Buy |
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|
2019
Q3 | $473K | Buy |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $442K | Buy |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $141K | Buy |
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|
2018
Q2 | $142K | Buy |
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|
2018
Q1 | $100K | Buy |
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